As the group founder and team leader, David directs all portfolio and strategic asset allocation decisions. He holds numerous financial licenses and designations including Certified Financial Planner™ and Certified Investment Management Analyst®. Previously with UBS Financial, and most recently at Morgan Stanley for eight years where he was promoted to Managing Director, David consistently ranked as one of Morgan’s top financial advisors and was a member of the firm’s exclusive Chairman’s Council.
David is active in a number of non-profit organizations and serves as a board member of the Lincoln Club of Orange County, a Blackstone Faculty member of the Alliance Defense Fund, and Senior Fellow of Economics and Finance at the Center for Cultural Leadership. David has been recognized by Barron's as one of America's Top 1,200 Advisors (2014, 2015), and On Wall Street as a Top 40 Advisor Under 40 (2014).